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81,541-81,570 of 96,741
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The slide uses a grid layout to present four pillars of technological change.arm | Investor Presentation Deck | 35 slides · Arm
Conference presentation Investor relations Beat · Market Size1 hit
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The slide uses a car diagram to map compute requirements to specific vehicle domains.arm | Investor Presentation Deck | 35 slides · Arm
Conference presentation Investor relations 1 hit
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Includes a note about one-off exclusions for 2013 and 2016.arm | Investor Presentation Deck | 35 slides · Arm
Conference presentation Investor relations Beat · Solution1 hit
12
The chart tracks revenue from H1 2007 to H2 2016, highlighting the contribution of different license cohorts.arm | Investor Presentation Deck | 40 slides · ARM
Conference presentation Investor relations Beat · Early Struggles1 hit
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The chart shows historical growth from 2011-2016 and a projected target for 2021.arm | Investor Presentation Deck | 40 slides · ARM
Conference presentation Investor relations Beat · Rising SuccessLoop · Logic Chain1 hit
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The slide highlights the long-term nature of R&D investment in the semiconductor industry.arm | Investor Presentation Deck | 40 slides · ARM
Conference presentation Investor relations Beat · Rising SuccessLoop · Logic Chain1 hit
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The slide highlights the long-term nature of ARM's business model.arm | Investor Presentation Deck | 40 slides · ARM
Conference presentation Investor relations Beat · Rising SuccessLoop · Logic Chain1 hit
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Fyre | Start Up Pitch Deck | 43 slidesFyre | Start Up Pitch Deck | 43 slides · Fyre
Pitch deck Investor relations Beat · TractionLoop · Quick Win Big Bet1 hit
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Fyre | Start Up Pitch Deck | 43 slidesFyre | Start Up Pitch Deck | 43 slides · Fyre
Pitch deck Investor relations Beat · TractionLoop · Quick Win Big Bet1 hit
18
Includes specific arrows pointing to inter-company eliminations; mentions 75/25 G&A allocation assumption.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor Loop · Logic Chain1 hit
27
The slide uses a callout box for the thesis and bulleted lists for the supporting arguments.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution & ApproachLoop · The Reveal1 hit
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The slide uses a 'before-after' comparison structure to justify a corporate restructuring proposal.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution & ApproachLoop · The Reveal1 hit
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Pershing Square | Activist Presentation Deck | 79 slidesPershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution & ApproachLoop · The Reveal1 hit
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The slide uses a yellow callout box to summarize the thesis of the proposal.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution & ApproachLoop · The Reveal1 hit
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Part of Pershing Square's McOpCo IPO proposal.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution & ApproachLoop · The Reveal1 hit
32
The slide uses a weighted average for the industry total to provide a benchmark for the proposed McOpCo IPO valuation.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution & ApproachLoop · The Reveal1 hit
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Includes a footnote reference (1) regarding after-tax IPO proceeds.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution & Approach1 hit
38
The slide uses peer data to justify the financial feasibility of the proposed McDonald's spin-off structure.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
42
The slide uses a three-column layout to categorize management's objections and concludes with a summary statement that these are not gating issues.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
48
Part of section V: Developing a Response to the Company.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
50
The slide argues for a valuation re-rating of McDonald's based on its business model characteristics.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
51
The slide uses a scenario table to demonstrate how yield changes as the stock price increases, assuming a constant FCF per share.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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The chart distinguishes between 'Based on Pershing Assumptions' (1990-1999) and 'Based on Reported Financials' (2000-2004).Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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Includes a specific footnote regarding the McOpCo stake valuation.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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Part of Pershing Square's proposal for McDonald's.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
64
The slide calculates taxable gain based on equity market value, IPO percentage, and adjusted basis, then applies a 38% tax rate to determine final after-tax distributions.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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Page number 68. Includes specific financial ratios and growth assumptions.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
70
The slide highlights that McOpCo is not paying market rent or franchise fees, as evidenced by the allocation of costs.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
73
The slide includes a yellow callout box explaining the derivation of Free Cash Flows and the impact of proceeds from restaurant closures.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
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Part of a financial analysis section (Section C).Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit